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Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $254,542-100.0% | - | $254,542-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 47.3%-47.3pp |
| Annual return | 6.21% | 8.18%-2.0pp | 9.69%-3.5pp | 12.16%-6.0pp |
| Employer contribution / active EE | $122,911 | $56,351+118.1% | $42,379+190.0% | $44,747+174.7% |
| Participant deferral / active EE | $0 | $0 | $0 | $170-100.0% |
| Admin fee / account holder | $0 | $17,640-100.0% | - | $17,640-100.0% |